+295.2%
MUU vs XLP
+22.0%
+273.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.7% | -2.0% |
| 7D | -32.5% | +2.3% | -34.8% | -26.1% |
| 30D | -55.2% | +9.1% | -64.3% | -34.0% |
| 3M | -40.7% | +7.9% | -48.6% | -14.1% |
| 6M | -43.9% | +9.6% | -53.5% | -1.3% |
| YTD | +203.2% | +19.4% | +183.7% | +630.1% |
| All | +295.2% | +22.0% | +273.2% | +859.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded XLP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling